3IP
3Chopt Investment Partners’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
6,428
-266
| -4% | -$31.4K | 0.18% | 107 |
|
|
2025
Q1 | $816K | Buy |
+6,694
| New | +$816K | 0.21% | 96 |
|
|
2024
Q3 | – | Sell |
-4,493
| Closed | -$450K | – | 104 |
|
|
2024
Q2 | $450K | Buy |
+4,493
| New | +$450K | 0.14% | 126 |
|
|
2024
Q1 | – | Sell |
-4,210
| Closed | -$409K | – | 97 |
|
|
2023
Q4 | $409K | Buy |
+4,210
| New | +$409K | 0.15% | 118 |
|
|
2023
Q3 | – | Sell |
-3,936
| Closed | -$353K | – | 85 |
|
|
2023
Q2 | $353K | Sell |
3,936
-410
| -9% | -$36.8K | 0.18% | 108 |
|
|
2023
Q1 | $419K | Hold |
4,346
| – | – | 0.22% | 102 |
|
|
2022
Q4 | $448K | Buy |
+4,346
| New | +$448K | 0.24% | 86 |
|